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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

MARQUETTE ASSOCIATES, INC.

FIDUCIARY CONSULTANTS INC, CRD 106956

ST. LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59624dc1-0750-0ba5-50db-9a28c26e4568

Data as of Mar 27, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 2
Observed: Mar 27, 2012 to Mar 27, 2020
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Marquette Associates Inc.

Investment consultant · shared crd

RIA / Wealth Managementidentity

MARQUETTE ASSOCIATES, INC.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Individual clients: 0
High net worth clients: 0
SEC number: 801-33091
CRD: 106956
Filings on the tape: 16
First filed: Mar 27, 2012
Latest filed: Mar 27, 2020
Organised: Corporation, Missouri

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MARQUETTE ASSOCIATES, INC.	Owner	E	yes	12/2012	Feb 4, 2013	Mar 27, 2020
WRUBEL, BRIAN, MITCHELL	PRESIDENT/CEO	C	yes	12/2012	Feb 4, 2013	Mar 27, 2020
WRUBEL, BRIAN, MITCHELL	PRESIDENT/CEO	Na	yes	12/2012	Feb 4, 2013	Mar 27, 2020
HAMANN, TIMOTHY, JAY	CHIEF COMPLIANCE OFFICER	Na	no	12/2012	Feb 4, 2013	Mar 27, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MARQUETTE ASSOCIATES, INC.	n/a	Other adviser	$47B	Y	yes	n/a
PEIRCE PARK GROUP INC.	n/a	Institutional manager	$316M	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	30	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 27, 2020	n/a	n/a	1	1	1	n/a	n/a
2018	Mar 29, 2019	n/a	n/a	1	1	1	n/a	n/a
2017	Mar 29, 2018	n/a	n/a	1	1	1	n/a	n/a
2016	Mar 29, 2017	$3.2B	$0	1	1	n/a	n/a	n/a
2015	Mar 30, 2016	$4.6B	$0	1	1	n/a	n/a	n/a
2014	Mar 27, 2015	$4.7B	$0	1	1	n/a	n/a	n/a
2013	Mar 31, 2014	$4.4B	$0	2	1	n/a	n/a	n/a
2012	Mar 28, 2013	$3.3B	$0	2	2	n/a	n/a	n/a
2011	Mar 27, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	n/a	n/a	n/a	$3.2B	n/a	1	1	1	1

Relationships

Affiliated with (2)

→ MARQUETTE ASSOCIATES, INC.Registered adviserother investment adviser, common control
factForm ADV
→ MARQUETTE ASSOCIATES, INC.Registered adviserother investment adviser, control, common control
factForm ADV

Controls (2)

← WRUBEL, BRIAN, MITCHELLOwnerPRESIDENT/CEO, ownership code C, individual
Feb 4, 2013 to presentfactForm ADV
← MARQUETTE ASSOCIATES, INC.OwnerOWNER, ownership code E, domestic entity
Feb 4, 2013 to presentfactForm ADV

Owns (1)

← HAMANN, TIMOTHY, JAYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 4, 2013 to presentfactForm ADV

Registered with (1)

← PAUL BONIFANTAdvisorregistration: previous registration
Oct 7, 2008 to Dec 3, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59624dc1-0750-0ba5-50db-9a28c26e4568
First observed: Mar 27, 2012
Last observed: Mar 27, 2020 78 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARQUETTE ASSOCIATES, INC.

FIDUCIARY CONSULTANTS INC, CRD 106956

ST. LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59624dc1-0750-0ba5-50db-9a28c26e4568

Data as of Mar 27, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARQUETTE ASSOCIATES, INC.

Owner

yes

12/2012

Feb 4, 2013

Mar 27, 2020

WRUBEL, BRIAN, MITCHELL

PRESIDENT/CEO

yes

12/2012

Feb 4, 2013

Mar 27, 2020

WRUBEL, BRIAN, MITCHELL

PRESIDENT/CEO

yes

12/2012

Feb 4, 2013

Mar 27, 2020

HAMANN, TIMOTHY, JAY

CHIEF COMPLIANCE OFFICER

12/2012

Feb 4, 2013

Mar 27, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARQUETTE ASSOCIATES, INC.

n/a

Other adviser

$47B

yes

n/a

PEIRCE PARK GROUP INC.

n/a

Institutional manager

$316M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Chicago

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 27, 2020

n/a

2018

Mar 29, 2019

n/a

2017

Mar 29, 2018

n/a

2016

Mar 29, 2017

$3.2B

n/a

2015

Mar 30, 2016

$4.6B

n/a

2014

Mar 27, 2015

$4.7B

n/a

2013

Mar 31, 2014

$4.4B

n/a

2012

Mar 28, 2013

$3.3B

n/a

2011

Mar 27, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

n/a

$3.2B

n/a